--- title: "Connect Bloomerang and Filestage - APIANT.ai" description: "When \"New Constituent\" fires in Bloomerang, your agent runs \"Create Project\" in Filestage." canonical: "https://apiant.ai/connect/bloomerang-to-filestage" --- # Connect Bloomerang and Filestage When **New Constituent** fires in [Bloomerang](https://apiant.ai/connections/bloomerang), your agent runs **Create Project** in [Filestage](https://apiant.ai/connections/filestage), or **When a Reviewer Is Invited to a Reviewer Group** in Filestage to **Add email** in Bloomerang. Describe the whole flow and it is built, tested on every scenario and kept running. Bloomerang **6** triggers Bloomerang **18** actions Filestage **1** trigger Filestage **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Bloomerang and Filestage to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Bloomerang and Filestage can do together ### From Bloomerang to Filestage - When **New Constituent** in Bloomerang then **Create Project** in Filestage - When **New Interaction** in Bloomerang then **Get Project by ID** in Filestage ### From Filestage to Bloomerang - When **When a Reviewer Is Invited to a Reviewer Group** in Filestage then **Add email** in Bloomerang - When **When a Reviewer Is Invited to a Reviewer Group** in Filestage then **Add note** in Bloomerang Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Bloomerang and Filestage ## Triggers and actions 7 triggers · 27 actions - Trigger **New Constituent** Triggers when a new constituent (individual or organization) is added in Bloomerang. - Trigger **New Interaction** Triggers when a new interaction (call, email, meeting or other touchpoint) is logged in Bloomerang. - Trigger **New or Updated Constituent** Triggers when a constituent is added or changed in Bloomerang. - Trigger **New Task** Triggers when a new task is created in Bloomerang. - Trigger **New Transaction** Triggers when a new transaction (donation, pledge or recurring gift) is recorded in Bloomerang, including its designation line items. - Trigger **New Transaction Payment** Triggers once for each donation, pledge payment or recurring donation payment in a new Bloomerang transaction, so a split payment fires once per line item. - Action **Add address** Adds a new address to an existing Bloomerang constituent and returns the created address. - Action **Add email** Adds an email address to an existing constituent in Bloomerang. - Action **Add household** Creates a household in Bloomerang with a head of household and optional members, and returns the new household's ID. - Action **Add note** Adds a note to a constituent's record in Bloomerang. - Action **Add phone** Adds a phone number to an existing Bloomerang constituent. - Action **Add relationship** Creates a relationship between two constituents (not households), giving each side its relationship role. - Action **Complete task** Marks a Bloomerang task as complete, optionally recording it as an interaction on the constituent. - Action **Create Constituent** Creates a new individual or organization constituent in Bloomerang, with optional primary email, phone and address. - Action **Create Donation** Records a donation for a Bloomerang constituent, split across up to 10 fund designations. - Action **Create Interaction** Logs a new interaction (a call, email, meeting or other touchpoint) on a Bloomerang constituent. - Action **Create Task** Creates a new task in Bloomerang, optionally tied to a constituent and assigned to a user. - Action **Delete constituent** Deletes a constituent from Bloomerang by its ID. - Action **Find Constituent** Searches Bloomerang constituents and households by name, email or other text and returns the matches. - Action **Get constituent** Returns a single Bloomerang constituent by its ID, including contact details, household membership, communication preferences and custom field values. - Action **Get transaction** Returns one Bloomerang transaction by its ID, including its amount, payment method, designations and custom values. - Action **Update Constituent** Updates an existing Bloomerang constituent. Only the fields you fill in are changed. - Action **Update household** Updates a household's names in Bloomerang, and optionally its head and members. - Action **Update task** Updates an existing task in Bloomerang, such as its subject, due date, note, channel, purpose or assigned user. - Trigger **When a Reviewer Is Invited to a Reviewer Group** Triggers when a reviewer is invited to a reviewer group. - Action **Add Reviewers to Reviewer Group** Invites reviewers by email to a reviewer group in a Filestage project. - Action **Create Folder** Creates a new folder in your Filestage workspace for organizing projects. - Action **Create Project** Creates a new project in Filestage with the given name. - Action **Create Reviewer Group** Creates a new reviewer group in a Filestage project. - Action **Get Folder by ID** Returns a Filestage folder by its ID, including its name and details. - Action **Get Folders** Returns all folders in your Filestage team. - Action **Get Project by ID** Returns a Filestage project, including its name and details, by its ID. - Action **Get Projects** Returns the projects in your Filestage team. - Action **Get Reviewer Groups by Project** Returns the reviewer groups set up in a Filestage project. ## Each app on its own - [ **Bloomerang** Bloomerang is a simple, cloud-based donor database solution that pools together the latest in best practices...](https://apiant.ai/connections/bloomerang) - [ **Filestage** Share, review and approve all your files in one place and enjoy a faster, more productive approval process](https://apiant.ai/connections/filestage) Reviews ## What our customers say ## More from Bloomerang - [ **Bloomerang to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bloomerang-to-hubspot) - [ **Bloomerang to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bloomerang-to-salesforce) - [ **Bloomerang to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/bloomerang-to-slack) - [ **Bloomerang to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/bloomerang-to-google-sheets) - [ **Bloomerang to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/bloomerang-to-gmail) - [ **Bloomerang to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/bloomerang-to-google-calendar) ## More into Filestage - [ **ActiveCampaign to Filestage** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-filestage) - [ **Airtable to Filestage** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-filestage) - [ **Asana to Filestage** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-filestage) - [ **ClickUp to Filestage** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-filestage) - [ **Discord to Filestage** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-filestage) - [ **Brevo to Filestage** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-filestage) Questions ## Bloomerang and Filestage, answered ### ### What can start an automation from Bloomerang? Any of Bloomerang's 6 triggers in the catalog, including New Constituent, New Interaction, New or Updated Constituent and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Filestage when something happens in Bloomerang? Any of Filestage's 9 actions, including Create Folder, Create Project, Create Reviewer Group and Add Reviewers to Reviewer Group. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Filestage to Bloomerang? Yes. When something happens in Filestage, your agent can act in Bloomerang too. This page covers both directions: Filestage's triggers and Bloomerang's actions are listed here as well. ### ### Do I have to build a connector for Bloomerang or Filestage? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Bloomerang and Filestage without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.